- City National Bank (Los Angeles, CA)
- …Support in the identification, sourcing, analyzing, preparing and presenting CRA Qualified Private Equity investment opportunities to the bank 's CRA Equity ... * WHAT IS THE OPPORTUNITY? Supporting Community Reinvestment Act ("CRA") investments include private equity participation in SBIC, LIHTC and other private funds.… more
- Bank of America (San Francisco, CA)
- …inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, risk management ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management… more
- City National Bank (Irvine, CA)
- …relationships are within CNB's risk appetite and can be managed without issue. Private Banking Division As a member of City National's Private Banking group, ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary… more
- JPMorgan Chase (Los Angeles, CA)
- …local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all ... to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** +...calls with prospects and clients at their places of business and other external locations + Network and build… more
- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? Provides ongoing operational support to Personal & Business Banking, Entertainment, Private and Commercial Banking Services. Functions ... review, revision, development and implementation that affects banking offices and selected business unit(s) within the bank ; performs ongoing evaluation of… more
- City National Bank (Los Angeles, CA)
- …Management advisors and clients covering our Entertainment Bank , Personal and Business Banking, and Private Banking Clients* Trading and service support for ... Financial Services Analyst role is designed to develop the technical skills, business acumen, and financial services introduction for new or recent college… more
- M&T Bank (Costa Mesa, CA)
- …Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers ... as administrator for medium to large (as defined by business ) and/or highly complex clients. Serves as point of...team members. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance… more
- Huntington National Bank (Sacramento, CA)
- …interactions. + Maintains an updated qualified prospect list that aligns with the risk profile of the bank . Maintains updated pipeline and proactively works ... and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and … more
- M&T Bank (Costa Mesa, CA)
- …Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) M&T Bank is committed ... the retention and expansion of an assigned book of business . Consults and coordinates on the delivery of solutions...and solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess… more
- Mizuho Corporate Bank (San Francisco, CA)
- …of global capabilities + Draft client pitches and marketing materials including M&A, public/ private debt & equity capital markets, syndicated bank financing, and ... entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range...and capital markets experience with a top tier global bank OR an MBA concentrating on Finance or Economics… more